Affiliate Partner Program - Walkthrough

Want to take a peek at the affiliate partner process before signing up? Click here for details on how our affiliate program works.

Written by Allan Duquette Updated over a week ago

You love Proposify, we love Proposify! You want to spread the word of our service, and we want to pay you. Here's a breakdown of the affiliate link process from application to payment.

Step 1: Apply to be a partner.

Once you're ready to sign up, click here to apply to our affiliate partner program. We'll ask a few questions about you and your business. Once you've finished your application, send it off to our partnership team for review.

We'll take a look at your application to make sure you'd be a good fit. Once approved, you'll receive an email from a partner success manager.

Congrats! This is the beginning of a beautiful partnership.

Step 2: Create an account with Tapfiliate

Tapfiliate is our go-to for affiliate links. We use them to hook you up with an affiliate link, as well as track conversions from referrals using your link. We won't go into detail on how to use Tapfiliate since they have their own, stellar knowledge base here. Once you click the "login" link from your approval email, you'll be prompted to log in or create an account.

From there, create an account and add your Paypal email. You're all set to go!

Step 3: Share your affiliate link

Once you've created an account using our invite link, you'll receive an email from Tapfiliate. This email comes with your referral code:

You can also find your affiliate link from your Tapfiliate page. Click the "assets" button found in the right-hand menu:

You can find your affiliate link at the top of the page:

Want to add a bit of flare? You can embed the affiliate link as an image, as well. Hover over the logo of your choice, then copy the embed link that appears underneath:

Copy that to your clipboard and paste it in your medium of choice.

Step 4: Get those trials rolling in

Tapfiliate will embed a tracking cookie in your referral customer's browser. While the customer is on that page, we'll keep an eye out. Once that customer starts a trial account, we'll add them as a customer in your Tapfiliate account. Here's Tapfiliate on how customers work within their app.

This takes the burden of tracking off of that cookie. Using this method, you won't have to worry about a cleared cache clearing your commission. You can also keep track of how many people are signing up for trials without committing to a paid plan.

What gets shared? To keep with our privacy policy, we pare down what we share with outside parties. Since not all affiliate partners are Proposify users, we have to be sparing in what we share. We can share when a conversion takes place, and for how much. Emails and client-identifying information is left out, though.

Step 5: Profit!

From here, your referral can use our 2-week free trial and give our service a whirl. Once they're ready to sign up for a paid plan, they can follow the same steps as our other users.

The moment they sign up for a paid plan, we'll let you know of the conversion, including the commission amount you'll receive monthly:

For more information on how the commission structure works, click here.